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PerfexCRM is a powerful CRM & Project Management Tool
W
e all heard about the CRM i.e., Customer Relationship Management & PM tool i.e., Project Management Tool but why we needed these tools. Actually, these two tools play a vital role in organizing the business to the next level & improves the business performances. The PerfexCRM is a great combination of these two vital tools – Customer Relationship + Project Management tools.
The PerfexCRM is a great solution for an individual web designer, freelancer, small design studio or almost any company or many other uses. With its clean and modern design, Perfex CRM can help you look more professional to your customers and help improve business performance at the same time.
The PerfexCRM offers a ton of features, it offers everything that you need from the lead management to the proposal creation to the project tracking to the contract organization to the invoices & payments. Additionally, you can send surveys, goal tracking, advance reporting and managing everything at a single place.
Main Features -
# Projects – Manage & Invoice projects with the powerful Project Management feature. Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
# Invoices – Build professional and great looking invoices. Attach files and send directly to your clients, including the invoice PDF. Ability to setup recurring invoices.
# Estimates – Create estimates within minutes. Send to your customers and wait for them to accept. Ability to auto convert the estimate to invoice after the customer accepts. Your customers can view and make actions on the estimate even without logging in.
# Proposals – Create good looking proposals and impress your potential clients or customers. Include image, tables, items, youtube videos, with the powerful editor. Proposal comments allowed for negotiation.
# Expenses – Creating recurring expenses. Set up a recurring expense and the expense will automatically be created after the specified period. The period time could be days, weeks, months, or years. Ability to set expenses billable to customers or specific projects.
# Payments – Record and receive payments in different currencies. Auto-generated PDF sent to customer. Ability to add partial payments to invoices is available.
# Leads Management – Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals, attach files. Organize your leads in stages and change stages easily with drag and drop.
# Support System – Great support system helps you track and resolve issues quickly with ability to auto open ticket from email, insert knowledge base link, add predefined replies.
# Calendar – Have clear view of all your company events upcoming invoice payments, contracts expirations, estimates expiration, tasks finish date, reminders. You’ll never miss anything from the calendar!
# Tasks – Assign tasks to multiple staff members, add followers, attach files. Let your staff comment on tasks, upload files. Tasks can be related to mostly all important features.
# Knowledge Base – Create knowledge base articles and organize them in groups. Help your customers and build trust.
# Contracts – Use contracts feature to lock in current and future sales. Easily create contract PDF and send the contract directly to the customer
email.
# Reports – Generate reports and have clear view of everything. Keep track of income vs. expenses and leads conversions. Knowledge base reports included.
# Goals Tracking – Use the Goals tracking feature to keep sales goals in mind. Ability to notify staff members about failure or success.
# Personal ToDo List – Each staff member has their own personal to do items board to increase productivity. Easily change todo status by the drag and drop.
# Customers Area – The customers area is fully separated from the admin area. Each customer has their own portal where they can keep track of all financial data from your company.
# Send Estimates To Customers – Ability to create estimates and auto convert to invoice after accepting.
# Track Timers By Multiple Members – Perfex CRM track timers by multiple task assignees.
# Timesheets Reports – Have a clear view of the time logged for each task, you can use filters to see total loged time by project and by staff member.
# Project Milestones – Create project milestones and organize your tasks for outstanding project workflow.
# E-Signature – E-signature option available for contracts, proposals and estimates. Let your customers easily sign those documents and make your life easier.
If you’re looking for a fully features CRM or alternative to costly platforms like Wave, FreshBooks and others, definitely consider the Perfex CRM
PerfexCRM, let us help you
If you do not come out of the system yourself, we will be happy to help you! Even if you need more information or are interested, Contact Us!
We’re your one stop team of installation of PerfexCRM, customization and module development experts.
We also offer very attractive Monthly dedicated programmer services for web development companies, Marketing agencies, Start-ups and Individuals who need a team to support their business.
Git – Get it today
G
it – Get it today!
Git is open source distributed version control system.
Mostly is used to store the content of code on which the developer’s is working. Each developer having different modules of code to do in a same project, so to merge code on same server and make sure to have no code conflicts between the developers.
The code in git keep changing as many developers can add code to it parallel by some features of branches and merge provided by it.
Git having a remote repository which is stored in server and each developer has their local repository stored in computer.
Let us make it more clear and learn how to use it.
Firstly, download and setup git on your local computer.
Commands to set git on your project by using Command Prompt for Windows and Terminal for Linux/Mac
- Go into your local project folder and add a local git repository to project
git init
- Set your username, email and password to protect your repository
git config –-global user.name “example-name”
git config –-global user.email “exmaple12@gmail.com”
git config –-global user.password “example”
- To get the necessary information about the current branch like
- Whether it is up to date
- Whether anything to commit, push or pull
git status
- When we add, modify or delete in code it will show in red marks, so you just must add those files in git accordingly.
To Add Single File:
git add filename
To Add All Files:
git add .
git add -A
- After adding those files, you want, it will change to green and now you can commit those files with a message so, you will get a unique id every time you commit
git commit -m “”
- Now you can easily push/uploads the commits to remote repository
git push
however, if branch is newly created then use the following command
git push --set-upstream <remote> <name-of-your-branch>
git push -u origin <branch-name>
- To get the updated code from remote repo, this operation may create conflicts, so you must solve it manually.
git pull or git pull origin <branch-name>
Every developer should know the above commands, which is basically used to set your project on remote repo.
The other commands are:
- git branch
- git branch <branch-name>
- git checkout <branch-name>
- git clone <https://name-of-the-repository-link>
- git merge <branch-name>
- git log
Those above commands are also use accordingly to your need.
How to use Select2.js – jQuery replacement
Use Cases of Select2.js
- Enhancing native selects with search
- Enhancing native selects with a better multi-select interface
- Loading data from JavaScript: easily
- Customized select drop-down box in html form.
- Also provides many utilities like dynamic data, infinite scrolling, tagging and remote data sets etc. of results.
Installation
Select2.js is based on jQuery, so we also need to include jQuery in the project. So include this jQuery CDN.
<script src="https://ajax.googleapis.com/ajax/libs/jquery/3.4.1/jquery.min.js"></script>
If you are using bower component tool, then create a new bower.json file and add the bellow code in it.
"dependencies": {
"select2": "~4.0"
}And then run command bower install and it will be downloaded. Main select2 file is located at bellow folder. So include these files in the project.
<link href="vendor/select2/dist/css/select2.min.css" rel="stylesheet" /> <script src="vendor/select2/dist/js/select2.min.js"></script>
Alternatively you can also use bellow CDN file without downloading, just include these lines in the project.
<link href="https://cdn.jsdelivr.net/npm/select2@4.0.12/dist/css/select2.min.css" rel="stylesheet" /> <script src="https://cdn.jsdelivr.net/npm/select2@4.0.12/dist/js/select2.min.js"></script>
Usage
To use select2 js,
<select class=”select2″ name=”city”>
<option value=”jaipur”>Jaipur</option>
<option value=”bhilwara”>Bhilwara</option>
</select>
And put bellow jQuery code just before end of the </body> tag
<script type=”text/javascript”> $(document).ready(function()
{
$(‘.select2’).select2();
});
</script>
For multiselect dropdown, use multiple attribute to <select> tag
<select class=”select2″ name=”city” multiple=”multiple”>
<option value=”jaipur”>Jaipur</option>
<option value=”bhilwara”>Bhilwara</option>
</select>
Js will be same as above.
Select2 can also load data from local array.
var data = [
{
id: 0,
text: ‘Jaipur’
},
{
id: 1,
text: ‘Bhilwara’
},
{
id: 2,
text: ‘Chittorgarh’
}
];
$(“.select2”).select2({ data: data });
Sometimes you want to load default options for all of Select2 in your web application. Then you can set default Global values by calling $.fn.select2.defaults.set(“key”, “value”);
$.fn.select2.defaults.set("theme", "classic");You can reset default values by calling:
$.fn.select2.defaults.reset();
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